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Orchestrated 4.7 Release Notes

These release notes are subject to change up to the release date!

 

Downloadable PDF Available Here

 

* = Platform Introduced Functionality

 

General & Administration (All Users)

New Functionality

  • * Tool Tip Previews – you can now create hover tool tips for items, business partners, and warehouses. 
  • * Project Management Module: Take project codes to the next level by tracking costs at specific tiers and setting up an actual project in Orchestrated. 
  • * Alerts can now be triggered when no users are logged in
  • * Alternative Keyboard Usage: You can now use the numeric Enter key to move between fields. In addition, you can disable the ‘Enter’ key to add/update/ok a document
  • * HR Module now has a relationship map for employees 

Improvements

  • * Refresh button is enabled on Open Items List & Alerts/Messages

Bug Fixes

  • Added handler for UI on small screens
  • There will no longer be two menu items for the beverage calculator if you are running both OBeer & OSpirits licenses
  • Multiple Date / Time improvements for international customers

 

Banking/Finance (Penny the Accountant, Bill the Owner)

New Functionality

  • You can now select an endorsable third party check as a payment means for an outgoing payment
  • * Checks for Payment additional authorizations: Update Pay to, Create checks for payment without JE, Print checks for payment, print voided checks for payment, Reprint checks

Bug Fixes

  • Cash Flow Group drop down menu no longer appears if a natural GL account is not selected

 

Accounting/Invoicing/Business Partners (Penny)

New Functionality

  • Receive Payments directly on A/R Invoices
  • Make Payments directly from an A/P Invoice
  • Quick Internal Reconciliation – Launch the internal reconciliation directly from an A/R or A/P invoice.
  • Business Partners: Added a payments button to open Incoming Payments or Outgoing Payments 
  • * Connected Customer/Vendor: Connect a customer & vendor for aging, payments, reconciliations, etc.
  • * Referenced Document – Link your sales & purchasing documents

 

Sales & Purchasing (Sal the Sales Guy, Penny)

New Functionality

  • Sales Analysis Tool
  • * Prices Update Wizard
  • * Sales & Purchase Orders: Can be reopened if credit memos or returns were created

Improvements

  • Retail Transfer: Switching between find & add-mode resets the form back to the default scenario
  • Finalizer: Optimized the code resulting in a 50+% speed improvement
  • Mass Close Sales Orders
    • UI has been refreshed
    • Form defaults to 1 year look back for open sales orders
    • All orders checked by default
  • Cancel option has been removed on sales & purchasing documents that contain valid barrel items

Bug Fixes

  • Retail Transfer
    • Copying a Sales Order to Retail Transfer no longer adds an erroneous row
    • No longer pulls all its dates from a Sales Quote
    • Flipping from Find Mode to Add Mode now reloads the default retail transfer template.

 

Inventory (Peter the Inventory Guy, Bruno the Brewmaster, Dan the Distiller)

New Functionality

  • Reverse Goods Issues & Receipts: If a mistake is done on a Goods Issue or Receipt a full reverse (including actual costs) can be created through a simple right-click menu option
  • Item Master Shortcuts: Quickly create a variety of sales, purchasing, or inventory docs straight from the Item Master Data screen
  • * Item Cost: Now requires an inventory revaluation
  • * Extended field lengths for the following:
    • Item Number (50)
    • BP Catalog Code (50)
    • Resource No (50)
    • User Code (25)
    • Mfr Catalog No. (50)
  • MRP
    • * MRP Wizard: on Step 3, you can now select items based on preferred vendor & UDFs
    • * Forecasts can now be created at the warehouse level
      • Can increase/decrease multiple lines on a forecast
      • Can delete multiple lines
    • More parameters have been provided and a new update method

Improvements

  • Added 'NA - Not Applicable' as a TTB Group for items such as wort or mash
  • Batches tab is now accessible with a 'Core' license
  • Warehouse Assignment Wizard
    • UI has been updated
    • Replaced ‘check all’ buttons with double click on column
  • * User Defined Fields can now be linked to system tables
  • * Inventory Audit Report can now be launched directly from Item Master Data

Bug Fixes

  • Brand Creation Wizard
    • Will no longer crash if the BoM does not get created properly
    • Lead minutes are working
    • Orchestrated will no longer crash if a pack type is not selected. The pack type is required.
    • No longer crashes on bad TTB Groups. Note: A TTB Group is required

 

Production (Bruno & Dan)

New Functionality

  • Search PdOs by MPN & Batch #
  • * Production Std Cost: you can now define a standard cost to produce a particular item.
  • * Open Items List: Can now mass cancel PdOs. WARNING: Closing PdOs will set close date to Today.
  • * Batch/Serial costed item, variances are now posted on a batch level
  • Barrel Management
    • Partially dump a barrel 
    • Filter barrels by age 
    • Sell filled barrels 
    • Purchase filled barrels (Spirits only) 
    • Reverse barrel transactions
    • Retire & remove filled barrels  
    • Barrel locations 
    • Import barrels 
    • Mass edit barrel master data

Improvements

  • BoM Versions
    • You can now hide Production Qty & UoM columns through Form Settings
    • Renamed ‘Apply’ to ‘Make Default’
  • PdO Creation Wizard
    • UI Updated
    • Build Production Run is now the default button
    • BoM Version now displays the name of the version and not just the code
    • Added a Clear All to the Right-click option
    • Default tank should now pull from the alternate BoM Versions as well
    • Batch numbers are no longer "burned up" if PdOs are not created
  • Packaging Run
    • Added an Express button to process those packaging PdOs right from the form
    • Support for items with special characters added
    • Can now be opened from a closed PdO
  • Express Production
    • UI Updated
    • Inventory UoM has been added to the receiving item & the components
    • Can now launch the beverage calculator directly from Express
  • MPN Assignment: None & All are valid options
  • All Production Worksheets
    • Launch the scheduler directly from any worksheet
    • Tightened up the UI to remove white space
    • Improved support for custom process types
  • Barrel Management
    • Access Barrel History directly from the Barrel Master Data
    • Drill into documents hitting a barrel's Master Data and History
    • Added a please wait screen if barrel management takes more than 30s
    • Added drill down arrow on adjunct components
    • After dumping, empty shells may be received into a different warehouse
    • Massive speed improvements
    • Incorporated predictive analytics to determine barrel matching shell
    • Attributes have been extended to 50 characters
    • Contents Item Code & Item Name are displayed
    • Proof Gallon amount displayed per barrel
    • Replaced Add Row / Remove Row on Barrel Setup Windows with traditional platform workflows
    • Limited new barrel templates to prevent duplicate template codes

Bug Fixes

  • Bill of Materials: Product Price is no longer covered by buttons on small displays
  • Bill of Materials: Price list name is now displayed in BoM Version instead of the code
  • PdO Creation Wizard
    • Golden Arrows now function properly
    • Removed duplicate ‘Remove Row’ option
    • Text rows no longer break PdO Creation Wizard. They are ignored for now
    • Due Date is ignored when creating multiple turns without Build Production Run
    • PdOs with phantom items are not created
    • Deleting Rows on Build Production Run no longer causes a crash
    • Adding an item that does not consume another item in the list no longer causes the UI to trap you
  • Packaging Run
    • Items without a packaging pallet quantity will now populate
    • Better handling on start time
  • Scheduler
    • Notes with process type set to Other Production Process’ were not displaying properly.
    • Fixes for custom process types & types with spaces in the name
    • Notes spanning a full month now display properly
    • Moving PdOs that start prior to time frame no longer causes PdO to jump into new time frame
    • Notes with spaces in the process type no display properly
    • PO's will properly display their reference number
    • Event title updates properly when dragging events between times
    • Inventory Xfer Request status no longer appears twice
    • Dragging a PdO between tanks where the consumption tank is the same as the receipt tank (Dry hop scenario) will now update both tanks properly
    • Documents created from scheduler now have proper dates set
  • Express Production: Long Batch Numbers no longer cause a crash
  • Express Disassembly: Removed ability to disassemble an already-disassembled PdO
  • Add Adjuncts - Items that do not have a BoM not longer decrement inventory improperly
  • MPN Assignment Wizard: removing PdOs is functioning properly
  • Packaging Worksheet: batch drill down arrow no longer opens wrong batch
  • Stillhouse Worksheet: Performing an inventory transfer and cancelling it no longer crashes add-on
  • Barrel Management
    • Added a check to make sure the ‘Filled’ barrel aged item is batch-managed
    • Pressing the receive button with nothing selected no longer causes a crash
    • Importing barrels without batches no longer causes a crash
    • Long batch IDs no longer causes filling or importing barrels to fail

 

Quality Control (Lisa the Lab Tech, Bruno, Dan)

New Functionality

  • QC Worksheet: Lisa the Lab Tech now has her own central screen to enter the various QC matrices within Orchestrated 

Improvements

  • Advanced QC
    • CIP: Added Filter for Tank
    • MicroQC: UI Improvements
  • Distillation QC: Adjusted OK & Add buttons

Bug Fixes

  • Air Test QC: Now picks up batches over 25 characters long
  • Packaging QC: Now picks up batches over 25 characters long
  • Advanced QC
    • Batch QA no longer throws an exception
    • Weekly Water Analysis now allows users to enter values in all fields
    • Milled Samples Sieve no longer crashes the add-on

 

Utilities & Interfaces (Every persona)

Improvements

  • Payables Interface
    • Project is now recorded properly on the line level
    • Renamed to Document Import Interface
  • Item Master Utility: Added Purchase & Inventory Weights
  • TTB Setup Utility has been expanded to include new Spirits TTB fields

Bug Fixes

  • ShipCompliant Utility: No longer removes pack type
  • Doc Importer support for “/” date separator
  • Expense Import Interface: application defined error on large documents
  • POS Import Interface: No longer flips negative quantities into 0
  • Budget Utility: No longer pulls in a project if the name is blank
  • FinTech: Moved excel template to the workbook
  • Price List Update: Added Last Evaluated and Last purchase price methods – these are uneditable
  • Planning Management Utility
    • Fixed bringing in Inactive items
    • Fixed Bulk Goal Import
    • Adjusted Production Forecast to ‘Demand Forecast’ 
  • Business Partner Master Utility: Flagging a BP as 'Inactive' now works
  • Web Portal Management Utility
    • Fixes for BP Catalog Codes being duplicated
    • Better support for large datasets

 

Analytics (Every persona)

New Functionality

  • New Check Layout (1 Column & 2 Column)
  • Sales Analysis Tool
  • Orchestrated Pick & Pack Bill of Lading
  • Orchestrated Warehouse Transfer BoL layout
  • Orchestrated Warehouse Transfer Request BoL layout
  • Orchestrated Count Sheet layout
  • Orchestrated Count Sheet with no batch or qty layout 
  • Barrel Activity Report
  • Orchestrated Production Order Layout

Improvements

  • P&L vs Budget Analysis Tool: Improvements for Non-beer customers
  • Renamed Bank Reconciliation to Bank Reconciliation Report
    • Fix for some transactions being improperly included
    • Fix for Logon prompt
  • Warehouse Transfer Log: Inventory Transfer Requests added
  • Available to Promise: Added totals
  • Inventory Aging Analysis: Added volume column & totals 
  • Item Production Activity Summary – Added totals
  • Orchestrated Production
  • Production Yield Summary: Added Proof Gallons & non-liquid units
  • TTB Setup: Improvements for Spirits
  • Spirits TTB: massive improvements to workflow
    • Can save a copy offline
    • Import support

Bugs Fixed

  • P&L vs Budget Analysis Tool: Fixes for Gross Profit & Budget variance column
  • Profit & Loss Monthly by Year
    • Fixed parameter box title
    • Fix for bad date field when sorting monthly columns
  • Financial Overview Dashboard: Removed “Div/0” error
  • Balance Sheet: Fix for not displaying time period titles
  • Check Register: Fix for account not being optional
  • Purchase Item Cost Analysis: Fixed misplaced logo
  • Inventory Activity Summary: Removed DB Prompt
  • GRPO Balance as of Date: Title displays GL even if BP is selected
  • Item Backorder Log: Due Date no longer optional
  • Item Backorder Log: Removed requirement for Due date
  • Quick Item Sales Analysis: Fix for wrong ship dates being used
  • Quick Raw Item Planning
    • Fix for Purchase Orders
    • Removed ‘Brewery’ from selection criteria
  • Inventory Not Counted Since: Removed DB prompt
  • Quick Volume Produced: Removed DB Prompt
  • Spent Grain Schedule: Removed DB Prompt
  • Indented Costed BoM: Resolved an issue where costs were swapped on Fermentation items on occasion
  • Production Cost Analysis by Process: Added a space for variance
  • TTB BRO Fixes
    • Double click on quarterly TTB
    • Line 8 not always matching the sum of lines 1 - 7 on the quarterly layout
    • Line 11 not always populating on the quarterly layout
    • Does not consider A/R Credit Memo's created with the 'Without Qty' flag set
  • Pick & Pack BoL: Fix for the layout always coming up blank
  • Customer Sales Analysis: Fix for Date parameters not being editable
  • Sales Excise Tax Tool
    • Fix for ‘Without Qty’ flag
    • Fixed ‘File Not Found’ error
  • Taxable Shipments: Fix for when the state is missing on the sales document. We will now revert to the BP Master Data value if we can't find it.
  • AP Price Trends Graph: Fixed dollar & % totals. Added subtotal by item
  • Regional Sales Analysis: Extended Barrels & Units sold to 2 decimals
  • Item Sales Analysis: Fix for wrong ship dates being used

 

Version 4.7.1.1

 

 

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